EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.68B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$20.7M
3
+$8.88M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.34M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$6.56M

Top Sells

1
+$5.03M
2
+$2.96M
3
+$1.88M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.66M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.58M

Sector Composition

1 Technology 12.78%
2 Consumer Discretionary 3.89%
3 Healthcare 3.19%
4 Financials 3.18%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.01M 0.03%
7,222
277
$1M 0.03%
2,927
+383
278
$992K 0.03%
49,478
-9,103
279
$988K 0.03%
9,500
+176
280
$981K 0.03%
5,300
281
$971K 0.03%
2,696
+870
282
$963K 0.03%
1,982
-82
283
$946K 0.03%
2,120
+237
284
$946K 0.03%
4,147
+425
285
$928K 0.03%
11,614
+1,955
286
$919K 0.02%
4,266
+125
287
$918K 0.02%
3,290
+38
288
$917K 0.02%
12,122
+1,485
289
$905K 0.02%
39,833
+4,434
290
$890K 0.02%
7,903
+1,074
291
$874K 0.02%
29,437
+161
292
$874K 0.02%
12,870
+7,501
293
$873K 0.02%
13,684
+631
294
$871K 0.02%
24,012
+4,765
295
$870K 0.02%
16,291
-403
296
$865K 0.02%
3,413
+294
297
$861K 0.02%
10,520
-212
298
$845K 0.02%
30,043
+2,738
299
$842K 0.02%
50,000
+11,000
300
$836K 0.02%
27,800
10 11
12
13 14